The Tavenner Agency

09/20/2025

After experiencing a long-term care event with my family, this article hits home with adjectives like unprepared and ill-informed. One point this article does not cover is the emotional impact on loved ones doing all they can to help. They suffer so that the one in need of assistance doesn't.

Having an informed discussion and creating a simple long-term care plan WILL make a difference with both the financial and emotional impact.

Two recent studies help explain how Americans think about the financial aspects of their long-term care needs, and why they are so poorly prepared.

09/03/2025

Only 24% of Americans have a will. Are you one of them? Discover the importance of having a will.
https://blog.nationallife.com/why-the-one-big-beautiful-bill-matters-to-you/

06/18/2025

Are you using your whole life insurance to its full potential?
https://www.mutualofomaha.com/advice/life-insurance/types-of-life-insurance/how-to-use-your-whole-life-insurance

06/16/2025

Only 1/3 of Americans have created a will, but with these steps, making one doesn't have to be scary, hard, or expensive!

A list of assets and an executor are just two of the things you need to help you create a will. 

06/10/2025

Is the Sandwich Generation ready for retirement?

New survey results show how financial priorities for the Sandwich Generation have shifted. Discover ideas to help manage competing demands and decrease stress.

05/23/2025

Advisors: How are you helping your clients prepare for longer lives and retirements?
https://www.nationwide.com/financial-professionals/blog/research-learning/articles/help-clients-prepare-for-longer-lives-and-retirements

05/20/2025

Do you understand how life insurance riders work?

Life insurance riders customize policies, offering extra coverage or benefits to meet individual needs.

04/22/2025

Financial education is incredibly important, especially during turbulent times!

Here are six ways to boost your financial know-how and keep your knowledge base growing.

04/17/2025

Could annuities and life insurance be the winning combo for reaching your retirement goals?

You can use both annuities and life insurance as part of your strategy, giving income during retirement and a death benefit after you die.

04/15/2025

Advisors: Do your clients understand the tax advantages of long-term care insurance?
https://www.nationwide.com/financial-professionals/blog/planning-guidance/articles/tax-advantages-of%20long-term-care-insurance

03/27/2025

Understanding compound interest can help you maximize savings growth!

Because various options exist, understanding how compound interest works could be helpful for choosing the right account to match your goals and maximize savings growth.

03/25/2025

Over 90% of policyholders did not update their life insurance after major life changes. Reading up on life insurance literacy can help prevent you from making the same mistake!

Explore key insights from a survey on life insurance, including common misconceptions, knowledge gaps, and areas where Americans seek more guidance.